V3iConnect Comp Tips that Save You Time!

V3 is all about making you successful. Try these insider tips to quickly wrap up an account and move on to the next bind!
Provide Detailed Description of Operations. This is a critical section reviewed in our post-underwriting process. The more thorough you can be on the description of operations, the less likely you will get underwriting questions after bind.
Avoid symbols. When entering free form text, avoid using symbols. Those symbols generate Portal errors!
Execute V3-Portal Generated Application. We encourage you to have the client sign and confirm the V3-Portal generated application. By doing so, there will be no follow-ups.
Non-V3 Application MUST be Consistent. It is important to ensure there are no inconsistencies between your signed application and the V3 Portal. Any discrepancies will cause delay and lead to follow-up clarifications.
Class Code Eligibility. If you don’t see the Class Code in the Portal, contact your V3 Underwriter for a quick review and response on eligibility. We can help.
We are willing, flexible and ready to discuss every opportunity.
Thank you,

Pam Wagner,
SVP and National Practice Leader

2017-07-05T10:56:40-04:00